Condo Manager

We were new to property management and reviewed many systems before we decided on Condo Manager. Since the initial contact with them, they have been very supportive. Our company is growing and we are happy they are along side us. In order to be successful you need a fantastic CRM system. I feel we lucked out, Condo Manager is a hidden gem and can't believe more companies in Canada are not using them.

Our HOA management company has been family owned for over 20 years. When I took over several years ago, we were using another software system (I'll leave their name out). There are several reasons that drove us to look for new software: out dated technology, poor customer service, no flexibility, bugs in the accounting system, and a lot of manual processes for data entry.

We manage homeowners associations, townhome and condo associations, patio homes, and several master planned developments. Our old system just could not support what we were doing. After countless unfulfilled promises from the old software company, we decided to start looking.

After evaluating several products from other companies, we selected Condo Manager PRO, and I couldn't be any happier. Their software helps us manage everything in ONE system - no spreadsheets, no access data files, no unorganized file folders. We use their paperless document manager to store invoices, files, photos, legal documents, etc. Everything we need for our clients is available at the click of a button.

There were a few "glitches" in the data conversion process, but that could be because all of our data was in an OLD database format. The support staff at Condo Manager was very helpful in getting everything converted to their system. They provided direct training for our staff and walked us through the entire learning process. Condo Manager is extremely user friendly.

PROS
-Stores data and tracks everything in one screen
-User friendly, easy to learn
-Helps track owner information, violations, delinquencies, maintenance issues,
-Provides vendor management capabilities
-Email statements, letters, and reports directly from the software (no added cost, one system we tried charges for this feature!)
-Quick, flexible reporting
-Works with bank lockbox and ACH functions
-Owners can access their accounts online
-Create custom letter templates for CC&R violations, ACC requests, and late notices for owners. This saves us a LOT of time!

CONS
-Comes with a default chart of accounts for associations. This can be customized, but please make sure you talk to your rep about any changes you want to make before you convert.
-No cash basis accounting (we prefer accrual and report everything for the associations on accrual, but some board members just don't 'get it.')
-This is very minor, but there is no spell check in their word processor. (Type your documents in MS Word and then import them in CM)

I really loved this program in the beginning. It wasnt perfect but it was pretty good and it offered features that I couldnt find elsewhere. It seems that lately they have had more and more issues and its harder and harder to get help from support. Our "tech guy" is often on vacation. We have been sitting here for close to two weeks unable to bill our single family subdivisions for 2018 because we cant get support to fix whatever issue they have thats preventing it.

We have been using this system since 2009. We have been very happy with our experience. Support has always been good and they have always worked with us if we run into issues or bugs.

We had 4 1-hour training sessions over the phone and were able to master the basics of how the software was setup. This gave us enough confidence to explore the our possible uses for our POA.